TACU ranks 9th and CGUS 17th of 121 funds in the US Active Equity Category.
CGUS vs TACU
TACU −0.33pt a year
0.33%0.00%
CGUS 253.8×the volume
1.05M4.15K
CGUS vs TACU Performance
+10.4%+11.2%
- CGUS 0.33%
- TACU 0.00%, better
- CGUS $12.3B
- TACU $17M
- CGUS +10.6%
- TACU
- CGUS 0.83%
- TACU
- CGUS 73
- TACU 411
- CGUS 1.05M sh, better
- TACU 4.15K sh
- CGUS $44.11
- TACU $27.68
ETF.net Grade
| Pillar | CGUS | TACU |
|---|---|---|
| Cost | A80 | A99Higher |
| Mission | A81 | |
| Risk | B60 | B69Higher |
| Tradability | A71Higher | C49 |
| Holdings | B63 | A83Higher |
| Durability | A89Higher | C43 |
Rank among US Active Equity funds
Same Category. CGUS and TACU are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.
Our read on each fund
CGUSA
TACUA
In short
CGUS Capital Group's low-key answer to the index fund: an actively managed US core portfolio of roughly 70 stocks chasing both appreciation and dividends, priced at 0.33% while the typical active US equity ETF charges about double.
TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.
Stated mandate
CGUS The fund seeks long-term capital growth and income by investing mainly in common stocks that the adviser believes offer appreciation potential or dividends. It is actively managed and emphasizes companies viewed as attractively valued long-term opportunities.
TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.
Why people hold it
Worth knowing
CGUS vs TACU Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
CGUS vs TACU Cost
Overpaying CGUS vs TACU
$6,737
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
CGUS 0.33%
$6,737
TACU 0.00%
$0
Cost over time
Year by year
| Year | CGUS | TACU | Overpaying |
|---|---|---|---|
| 10 | $598 | $0 | $598 |
| 20 | $2,318 | $0 | $2,318 |
| 30 | $6,737 | $0 | $6,737 |
- 0.33%CGUS
- 0.00%TACU, cheaper
- Middle half of US Active Equity funds
- Median 0.68%
TACU cheapest of 121 funds
CGUS 24th cheapest of 121 funds
CGUS vs TACU Dividends
- CGUS 0.83%
- TACU
- CGUS $0.37
- TACU None
- CGUS $0.09
- TACU
- CGUS Sep 30, 2026
- TACU
- CGUS Oct 1, 2026
- TACU
- CGUS Quarterly
- TACU
Distribution history
CGUS vs TACU Risk
Fall from peak · 5 years
Risk facts
- Volatility
- CGUS 12.2%TACU
- Return per unit of risk
- CGUS 1.38TACU
- Worst fall
- CGUS −21.9%TACU
- Market sensitivity
- CGUS 0.94TACU 0.96
Popular comparisons
- 0.33% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.33% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.